| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert D. Barre Colonial Trust Co. / SC | 25,547 | $513,195.11 | $698,582.71 | $185,387.6 | 36.12% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 8,676 | $261,181.88 | $236,941.56 | -$24,240.32 | -9.28% |
Victoria Latham Fiduciary Alliance LLC | 7,665 | $180,976.11 | $209,331.15 | $28,355.04 | 15.67% |
Brian Matter Creative Capital Management Investments LLC | 2,059 | $49,603.36 | $56,231.29 | $6,627.93 | 13.36% |
Bree Pate Olisti Co. Wealth LLC | 326 | $8,834.6 | $8,911.21 | $76.61 | 0.87% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 29,021 | $782,597.74 | $792,563.51 | $9,965.77 | 1.27% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 25 | $677.55 | $682.75 | $5.2 | 0.77% |
Dean Pelos Commonwealth Retirement Investments LLC | 111,131 | $2.98M | $3.04M | $58,145.77 | 1.95% |
Bepin Serraj Richard W. Paul & Associates LLC | 572 | $17,274 | $15,672.8 | -$1,601.2 | -9.27% |
Darren Tapley New England Capital Financial Advisors LLC | 5,707 | $123,042.92 | $156,029.38 | $32,986.46 | 26.81% |
Paul L. Moffat Arista Wealth Management LLC | 19,251 | $417,983.75 | $527,669.91 | $109,686.16 | 26.24% |
Moises Valladares Insigneo Advisory Services LLC | 10,339 | $312,238 | $284,270.8 | -$27,967.2 | -8.96% |
Scott Paschal Financial Partners Group LLC | 58,920 | $1.25M | $1.61M | $356,524.24 | 28.49% |
Robert B. LaRue Owen LaRue LLC | 7,218 | $217,983 | $201,021.3 | -$16,961.7 | -7.78% |
Jeffrey Rosenthal Viawealth LLC | 23,723 | $522,897.41 | $655,347.87 | $132,450.46 | 25.33% |
David Smith Linden Thomas Advisory Services LLC | 81,201 | $1.76M | $2.22M | $453,277.56 | 25.69% |
Paul B. Ordonio Park Place Capital Corp. | 28,648 | $862,331.08 | $783,812.14 | -$78,518.94 | -9.11% |
Kevin Kroskey True Wealth Design LLC | 560 | $15,571.17 | $15,293.6 | -$277.57 | -1.78% |
Jill Batley Gateway Wealth Partners LLC | 30,008 | $783,811.11 | $820,568.76 | $36,757.65 | 4.69% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 76,607 | $1.66M | $2.1M | $435,302.6 | 26.15% |